Purchases and Sales Made in Q1 2023 in Walt Disney CO (DIS)
This table provides information about the institutional ownership of Walt Disney CO (DIS) during Q1 2023. The information is specifically focused on institutions that hold shares of Walt Disney Co.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Argent Capital Management LLC
|
SELL
|
- |
-205- 3.67% |
$18.2K - $23.2K
|
5.38K
$622K
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-206- 5.23% |
$18.3K - $23.3K
|
3.73K
$431K
|
|
|
Apr 11, 2023
Q1 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-207- 8.65% |
$18.4K - $23.4K
|
2.19K
$253K
|
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-207- 7.32% |
$18.4K - $23.4K
|
2.62K
$303K
|
|
|
Apr 19, 2023
Q1 2023
|
Eastern Bank
|
SELL
|
- |
-209- 0.65% |
$18.6K - $23.7K
|
32.1K
$3.72M
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-214- 0.73% |
$19K - $24.2K
|
29.1K
$3.37M
|
|
|
May 15, 2023
Q1 2023
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-215- 1.42% |
$19.1K - $24.3K
|
14.9K
$1.73M
|
|
|
Apr 25, 2023
Q1 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-216- 1.31% |
$19.2K - $24.5K
|
16.3K
$1.89M
|
|
|
Sep 18, 2023
Q1 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-216- 3.25% |
$19.2K - $24.5K
|
6.42K
$743K
|
|
|
Apr 17, 2023
Q1 2023
|
Connable Office Inc
|
SELL
|
- |
-217- 0.63% |
$19.3K - $24.6K
|
34K
$3.94M
|
|
|
Apr 25, 2023
Q1 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-218- 2.64% |
$19.4K - $24.7K
|
8.04K
$930K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-219- 18.47% |
$19.5K - $24.8K
|
967
$112K
|
|
|
May 01, 2023
Q1 2023
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-220- 0.86% |
$19.6K - $24.9K
|
25.4K
$2.93M
|
|
|
May 11, 2023
Q1 2023
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-220- 14.91% |
$19.6K - $24.9K
|
1.26K
$145K
|
|
|
Apr 14, 2023
Q1 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-221- 3.68% |
$19.7K - $25K
|
5.78K
$668K
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-222- 2.08% |
$19.8K - $25.1K
|
10.5K
$1.21M
|
|
|
May 15, 2023
Q1 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-225- 3.66% |
$20K - $25.5K
|
5.92K
$685K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-227- 2.58% |
$20.2K - $25.7K
|
8.56K
$990K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-227- 0.72% |
$20.2K - $25.7K
|
31.4K
$3.63M
|
|
|
Apr 26, 2023
Q1 2023
|
Flc Capital Advisors
|
SELL
|
- |
-227- 3.15% |
$20.2K - $25.7K
|
6.97K
$806K
|
|
|
May 08, 2023
Q1 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-228- 5.62% |
$20.3K - $25.8K
|
3.83K
$443K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-230- 22.09% |
$20.5K - $26K
|
811
$93.8K
|
|
|
Apr 25, 2023
Q1 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-231- 3.28% |
$20.6K - $26.2K
|
6.81K
$788K
|
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-231- 3.7% |
$20.6K - $26.2K
|
6.01K
$695K
|
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-232- 5.97% |
$20.6K - $26.3K
|
3.66K
$423K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-236- 4.36% |
$21K - $26.7K
|
5.18K
$599K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-236- 0.76% |
$21K - $26.7K
|
30.9K
$3.57M
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-236- 5.22% |
$21K - $26.7K
|
4.29K
$496K
|
|
|
Apr 10, 2023
Q1 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-237- 5.41% |
$21.1K - $26.8K
|
4.14K
$479K
|
|
|
Apr 14, 2023
Q1 2023
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-240- 0.52% |
$21.4K - $27.2K
|
45.8K
$5.3M
|
|
|
May 03, 2023
Q1 2023
|
America First Investment Advisors, LLC
|
SELL
|
- |
-242- 19.47% |
$21.5K - $27.4K
|
1K
$116K
|
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-243- 5.49% |
$21.6K - $27.5K
|
4.18K
$484K
|
|
|
Apr 17, 2023
Q1 2023
|
Optas, LLC
|
SELL
|
- |
-245- 3.72% |
$21.8K - $27.7K
|
6.34K
$734K
|
|
|
May 08, 2023
Q1 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-245- 9.63% |
$21.8K - $27.7K
|
2.3K
$266K
|
|
|
May 15, 2023
Q1 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-245- 73.8% |
$21.8K - $27.7K
|
87
$10.1K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-246- 11.72% |
$21.9K - $27.8K
|
1.85K
$214K
|
|
|
May 04, 2023
Q1 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-250- 6.27% |
$22.2K - $28.3K
|
3.74K
$432K
|
|
|
May 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-250- 5.78% |
$22.2K - $28.3K
|
4.08K
$472K
|
|
|
Apr 19, 2023
Q1 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-254- 3.55% |
$22.6K - $28.8K
|
6.9K
$798K
|
|
|
May 11, 2023
Q1 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-254- 6.93% |
$22.6K - $28.8K
|
3.41K
$395K
|
|
|
May 15, 2023
Q1 2023
|
Hillman Capital Management, Inc.
Bethesda, MD |
SELL
|
- |
-254- 0.39% |
$22.6K - $28.8K
|
65.5K
$7.57M
|
|
|
Apr 06, 2023
Q1 2023
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-255- 6.04% |
$22.7K - $28.9K
|
3.97K
$459K
|
|
|
Apr 19, 2023
Q1 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-255- 8.65% |
$22.7K - $28.9K
|
2.69K
$311K
|
|
|
Apr 06, 2023
Q1 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-256- 2.72% |
$22.8K - $29K
|
9.16K
$1.06M
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-256- 5.36% |
$22.8K - $29K
|
4.52K
$523K
|
|
|
Apr 27, 2023
Q1 2023
|
Conning Inc.
|
SELL
|
- |
-257- 1.7% |
$22.9K - $29.1K
|
14.9K
$1.72M
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
SELL
|
- |
-258- 1.48% |
$23K - $29.2K
|
17.2K
$1.99M
|
|
|
Apr 26, 2023
Q1 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-258- 2.51% |
$23K - $29.2K
|
10K
$1.16M
|
|
|
Apr 26, 2023
Q1 2023
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-260- 0.95% |
$23.1K - $29.4K
|
27.2K
$3.15M
|
|
|
May 09, 2023
Q1 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-260- 2.19% |
$23.1K - $29.4K
|
11.6K
$1.35M
|